Operations Associate

About the role

As an Operations Associate, you will be responsible for executing all client requests post investment, relating to cash movement. It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations. Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

Responsibilities

• Execute client distribution requests via custodial system
• Execute client liquidation requests via custodial system
• Execute client requested model changes in Brinker systems to ensure accounts are traded properly
• Establish systematic withdrawal plans via custodial system
• Establish systematic contribution plans via custodial system
• Establish standing payment bank instructions via custodial system
• Review custodial reporting daily to ensure Brinker Capital systems are updated properly

Requirements

• Ability to multi-task while maintaining careful attention to detail
• Ability to work with a sense of urgency to meet deadlines and address competing priorities
• Minimum high school degree or equivalent; bachelor’s degree in Business or related field preferred
• Minimum of 1 year of experience in a related role
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

Recommended Skills

• Client-Centric
• Effective Communication
• Innovation
• Operations Processes
• Technical Proficiency
• Time Management
• Work Collaboratively

Pay

Salary range: $18.15 – $25.56 per hour. The pay listed indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience.

Benefits

• Health, dental, vision, and disability coverage on day one
• 401(k) plan with employer match
• Paid parental leave
• Pet benefits including pawternity leave and pet insurance
• Student loan repayment

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.